Mitsubishi UFJ Trust & Banking Corp Sells 40,584 Shares of Arch Capital Group Ltd. $ACGL

Key Points

• Mitsubishi UFJ Trust & Banking reduced its stake in Arch Capital by 13.9%, selling 40,584 shares and leaving 250,804 shares valued at about $24.06M.
• Arch reported a Q1 beat with $2.50 EPS, strong underwriting including roughly $200M of favorable reserve development and aggressive buybacks (~$783M in Q1), but faced declining premiums/revenue and shares slipped about 4.5%.
• Institutional investors hold roughly 89.07% of ACGL while insiders sold 78,267 shares (~$7.29M) in the last three months; analysts' consensus is a Hold with a target near $107.79.

Mitsubishi UFJ Trust & Banking Corp lowered its holdings in shares of Arch Capital Group Ltd. (NASDAQ:ACGL - Free Report) by 13.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 250,804 shares of the insurance provider's stock after selling 40,584 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned about 0.07% of Arch Capital Group worth $24,057,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of ACGL. WealthCollab LLC grew its stake in Arch Capital Group by 410.3% in the 3rd quarter. WealthCollab LLC now owns 296 shares of the insurance provider's stock valued at $27,000 after buying an additional 238 shares during the last quarter. JPL Wealth Management LLC acquired a new position in Arch Capital Group in the 3rd quarter valued at $28,000. Aventura Private Wealth LLC acquired a new position in shares of Arch Capital Group during the fourth quarter valued at about $30,000. Grove Bank & Trust acquired a new position in shares of Arch Capital Group during the fourth quarter valued at about $30,000. Finally, TD Waterhouse Canada Inc. raised its position in shares of Arch Capital Group by 72.7% during the fourth quarter. TD Waterhouse Canada Inc. now owns 323 shares of the insurance provider's stock valued at $31,000 after buying an additional 136 shares during the last quarter. Institutional investors own 89.07% of the company's stock.

Trending Headlines about Arch Capital Group

Here are the key news stories impacting Arch Capital Group this week:

• Positive Sentiment: Q1 EPS beat consensus and strong operating income—Arch reported roughly $2.50 EPS (beats) and Business Wire/MarketBeat filings show solid net income and after‑tax operating results that support near‑term profitability. Arch Capital Group Ltd. Reports 2026 First Quarter Results
• Positive Sentiment: Underwriting strength and reserve tailwinds—Q1 combined ratio ~81.7% with ~$200M favorable reserve development and rising investment income, driving underwriting profitability that offsets premium pressure. Arch Capital: Shrewd Capital Allocation And Underwriting Deliver In Q1
• Positive Sentiment: Large share repurchases enhance EPS—Arch is executing aggressive buybacks (reported ~$783M in Q1 with a $1.5–$2B target for the year), a shareholder‑friendly use of capital that supports EPS accretion. Arch Capital: Shrewd Capital Allocation And Underwriting Deliver In Q1
• Neutral Sentiment: New lending arm launched—Arch Capital Management introduced a working‑capital and ABL platform, expanding product mix but likely a longer‑term, modest contributor to results. Arch Capital Management Launches to Provide Flexible Working Capital, Factoring, and ABL Facilities
• Neutral Sentiment: Valuation and return trend reviews—Analysts are reassessing ACGL valuation after recent return trends; this can create mixed investor reactions rather than a clear directional catalyst. Assessing Arch Capital Group (ACGL) Valuation After Recent Return Trends And Analyst Discount Estimates
• Negative Sentiment: Premiums and revenue declined—Premiums fell year‑over‑year and Q1 revenue missed consensus, highlighting top‑line pressure from a soft pricing environment that concerns growth‑focused investors. Arch Capital Q1 Earnings Beat Estimates, Premiums Fall Y/Y
• Negative Sentiment: Analyst caution—Morgan Stanley issued a Hold on ACGL, adding downward pressure by signaling less conviction on near‑term upside despite solid underwriting. Arch Capital Group (ACGL) Receives a Hold from Morgan Stanley

Arch Capital Group Stock Down 4.5%

Shares of ACGL stock opened at $92.72 on Thursday. The company has a market capitalization of $33.03 billion, a price-to-earnings ratio of 7.98, a P/E/G ratio of 4.80 and a beta of 0.41. Arch Capital Group Ltd. has a 12-month low of $82.44 and a 12-month high of $103.39. The firm has a fifty day moving average of $96.45 and a 200-day moving average of $94.20. The company has a quick ratio of 0.53, a current ratio of 0.53 and a debt-to-equity ratio of 0.13.

Arch Capital Group (NASDAQ:ACGL - Get Free Report) last released its earnings results on Tuesday, March 31st. The insurance provider reported $2.50 earnings per share for the quarter. The business had revenue of $4.52 billion during the quarter. Arch Capital Group had a net margin of 22.07% and a return on equity of 16.73%. As a group, equities research analysts predict that Arch Capital Group Ltd. will post 9.34 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

ACGL has been the topic of several recent research reports. Wells Fargo & Company lifted their target price on shares of Arch Capital Group from $106.00 to $109.00 and gave the company an "overweight" rating in a research report on Wednesday, February 11th. UBS Group restated a "buy" rating and issued a $114.00 price target (up from $113.00) on shares of Arch Capital Group in a research report on Tuesday, February 17th. Royal Bank Of Canada upped their target price on shares of Arch Capital Group from $108.00 to $115.00 and gave the stock an "outperform" rating in a research report on Wednesday, February 11th. Barclays upped their target price on shares of Arch Capital Group from $104.00 to $106.00 and gave the stock an "equal weight" rating in a research report on Wednesday, April 8th. Finally, The Goldman Sachs Group reissued a "sell" rating and set a $93.00 price target (up from $84.00) on shares of Arch Capital Group in a research note on Wednesday, January 7th. Eight equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Hold" and a consensus target price of $107.79.

Insider Buying and Selling at Arch Capital Group

In other Arch Capital Group news, insider David Gansberg sold 5,907 shares of the stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $96.37, for a total value of $569,257.59. Following the completion of the sale, the insider owned 336,559 shares in the company, valued at $32,434,190.83. This trade represents a 1.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Maamoun Rajeh sold 47,430 shares of the stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $96.12, for a total transaction of $4,558,971.60. Following the completion of the sale, the insider owned 433,589 shares of the company's stock, valued at approximately $41,676,574.68. This represents a 9.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 78,267 shares of company stock worth $7,291,637 in the last three months. 3.30% of the stock is currently owned by company insiders.

Arch Capital Group Profile

Arch Capital Group Ltd. NASDAQ: ACGL is a Bermuda-based insurance and reinsurance holding company that underwrites a broad range of property and casualty, mortgage, and specialty risk products. The company operates through a group of underwriting subsidiaries and platforms to provide insurance, reinsurance and related risk solutions tailored to commercial, institutional and individual clients.

Arch's product mix includes treaty and facultative reinsurance, primary casualty and property insurance, mortgage insurance and other specialty lines.

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